See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,209 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,776 | $47,977-50.4% | $154,107-84.6% | $56,287-57.8% |
| Participation rate | 95.8% | 66.2%+29.6pp | 83.0%+12.8pp | 69.9%+26.0pp |
| Annual return | -7.28% | 3.54%-10.8pp | 735.12%-742.4pp | -9.96%+2.7pp |
| Employer contribution / active EE | $2,139 | $2,169-1.4% | $5,298-59.6% | $2,111+1.3% |
| Participant deferral / active EE | $3,170 | $2,392+32.6% | $5,081-37.6% | $3,350-5.4% |
| Admin fee / account holder | $6 | $438-98.7% | $13,411-100.0% | $521-98.9% |